Financial Advice for Retirement, Social Security, IRAs and Estate Planning

More Retirement Advice

Bob Carlson shares miscellaneous advice on retirement and related topics

Found 24 Articles.
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Your Retirement Blueprint: 7 Key Questions for Ages 50 and Older

December 17, 2018

Successful retirement has a blueprint. Whether you are already retired or retirement is years away, you can follow the blueprint to enhance your financial independence. For starters, you should always have a written retirement plan. (Surveys of retirees demonstrate that those who have written plans are more satisfied.) Developing a plan requires you to carefully […]

5 Ideas to Simplify Your Financial Life

October 23, 2018

Most people find the financial part of their lives too complicated. Over and again, I’ve found that complicated finances lead to procrastination and stress. Too much time is spent simply organizing papers and data to figure out where things stand. By then, you’re too  exhausted to make decisions or implement changes. If that sounds like […]

How to Plan Life Expectancy in Your Retirement Strategy

May 11, 2018

It’s one of the most important issues in anyone’s retirement plans… And most people completely shortchange it, resulting in a wildly inaccurate plan. You see, a goal of every retirement plan is to ensure your income and cash flow last at least the rest of your life. To meet that goal, you need a reasonable […]

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5 Strategies to Simplify Your Retirement Finances

March 2, 2018

Most people’s finances are too complicated. And what I’ve found – after 20-plus years of publishing Retirement Watch – is that complicated finances lead to procrastination and stress. Too much time is spent simply organizing papers and data to figure out where things stand. By then, people are too exhausted to make decisions or implement […]

6 Problems that Can Crush Your Retirement Plan Goals

February 9, 2018

It’s the story I hate to hear from my readers… People who planned well for retirement but saw their hard work and planning fall apart during retirement. These stories are all too common. Yet the causes of most of these retirement failures are well-known. Avoid these 6 problems and recurring mishaps, and your retirement is […]

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7-Step Checklist: How to Shelter Your Financial Security from Natural Disasters

December 15, 2017

The recent string of high-profile natural disasters caught many people by surprise — and created major gaps in their financial security. It can happen to any of us… It doesn’t have to be an historic hurricane, flood, or wildfire. You could be at risk from a broken water pipe, a tree falling on your home, or some other event. Bottom line: You […]

Investing When Rates are Low, Poised to Rise

September 1, 2015

What do you do when interest rates are low but the Federal Reserve makes clear it is going to start raising rates? Now, you earn very little money from cash and safe investments. Bonds and similar investments have higher yields, but they’re going to lose value when interest rates rise. In many cases, principal losses […]

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How Safe Are Your Assets?

November 1, 2008

Is your money safe? It is amazing how quickly investors went from not worrying about risk to having that be the first question on their minds. As the financial crisis spreads, people are worried about the safety of their money and how to make their assets more secure. Here’s an overview of the rules for […]

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